Excellent  
    
 Based on 35 reviews 
 
 
  
 
 
 
 
 
 
 
 
  
 
 
 
  
 
 
 Randy H 
 
2024-01-17
 
 
 Trustindex verifies that the original source of the review is Google. 
Yardley Wealth Management has proved to be a very competent and professional organization to my husband and I.  They make themselves available, listen to our needs, and follow through quickly and transparently.  I feel confident putting my future in their hands.  As a side note, everyone in the office is approachable and dependable.  You won't be sorry!
  
 
  
 
 
 
  
 
 
 jim bowker 
 
2024-01-02
 
 
 Trustindex verifies that the original source of the review is Google. 
I am so pleased with Yardley Wealth. I have spent years not moving forward on what I knew had to be done to have peace of mind. Yardley Wealth has an incredible staff! They are knowledgeable, patient, did I say knowledge? Without a doubt!! They work as a team, never make you feel stupid, and will explain everything step by step, and if needed do it again. I go into this new year with confidence that my affairs are in order. Please give a call to Mike. You will not regret it. Mike is a Professional! He will make you feel at ease the moment you make that first phone call! I hope you do!
Carol Bowker
  
 
  
 
 
 
  
 
 
 Neil Milgram 
 
2023-12-06
 
 
 Trustindex verifies that the original source of the review is Google. 
After having dealt with an advisor who did not communicate and failed to abide by our wishes, resulting in limited, if any growth, we were given Michael Garry and Yardley Wealth Management as a group to review and consider.. One meeting with Michael was all it took to move our accounts over. We have been with Yardley Wealth Management for quite a few years now, and have not regretted our decision. Their management of our portfolio, which is evident from its growth over the years, along with their accessibility, straight forwardness, and detailed answers to any questions, make them a well rounded organization that we continue to enjoy and prosper from.
  
 
  
 
 
 
  
 
 
 Rosemary Tierney 
 
2023-10-12
 
 
 Trustindex verifies that the original source of the review is Google. 
For the last twelve years my sister, Rosemary Tierney, has relied on the sage advice of Michael Garry, CEO of Yardley Wealth Management.  She has asked my assistance in submitting this review. During this period, Michael has aided her in making financial decisions through his key investment advice and guided her in maintaining a healthy investment portfolio. Michael's advice has been key in helping her to determine what needed to be done during a sometimes volatile climate. His credentials and expertise are further demonstrated through his authorship of the book, A Smart Person's Guide to Financial Planning & Investments, a key tool in helping anyone understand the world of finance.

According to several discussions with my sister, she related that Michael has been her "go to" person, providing the confidence she needed to make decisions about her portfolio.  The key words in many relationships are confidence and trust.  Rosemary feels that Michael has earned both during this period of working with him.  He has indeed gained her confidence and trust, and she offers praise and thanks for his assistance in guiding her through this financial journey.  -- Rosemary Tierney with Denis Smith
  
 
  
 
 
 
  
 
 
 Anne Biggs 
 
2023-08-14
 
 
 Trustindex verifies that the original source of the review is Google. 
I’m so happy with this company! Mike and his smart, friendly staff—lots of women!!—made me feel at home immediately. My confidence in all of them has grown from there. In fact, my daughter and her husband have joined me as clients of YWM and are as pleased with the capabilities, services and personalities as I am. Knowledgeable, confident, open and approachable, quick with responses to every question and concern. Mike’s also an attorney, which enriches his background—it’s great to have all that experience available to me. I love knowing that this team is working on my behalf, my own experts answering all my questions and advising me, so I don’t have to worry about it. I feel as though I’ve found “my place” with Mike and his team. (I also really like Mike’s occasional emails addressing common concerns or something that’s popped up in the news. Clever and very readable!)
  
 
  
 
 
 
  
 
 
 Fred Van Sickle 
 
2023-08-08
 
 
 Trustindex verifies that the original source of the review is Google. 
Susan and I have worked with Mike since he began his business many years ago.  He has been a constant as we built our financial future, and we are grateful for his sound and practical advice.  Our adult children are now working with him!
  
 
  
 
 
 
  
 
 
 Linda Fi 
 
2023-07-17
 
 
 Trustindex verifies that the original source of the review is Google. 
I highly recommend Yardley Wealth Management. Mike transformed my previous advisor's fee heavy portfolio into one that kept my best interests in mind. Mike is easy to talk to and takes the time to explain complicated information. Plus, Mike and his team show concern for me as a person. I trust Yardley Wealth Management with my finances.
  
 
  
 
 
 
  
 
 
 Nancy Burdette 
 
2023-07-04
 
 
 Trustindex verifies that the original source of the review is Google. 
Mike and staff are amazing! So knowledgeable, always willing to share and educate. Mike is authentic, down to earth, as well as patient in translating financial information into easy to understand terms. Since handing over my finances to Mike, my mind is at ease knowing he’s looking out for my best interests. Thanks, Mike! So glad I was listening when you were the guest financial expert on Wharton Business radio several years ago..
  
 
  
 
 
 
  
 
 
 Bart Minsky 
 
2023-06-28
 
 
 Trustindex verifies that the original source of the review is Google. 
My wife and I have been with Mike Garry and the YWM team for several years. They helped us consolidate our highly varied and unmanaged investment accounts into a single user-friendly portfolio that they actively manage according to our changing needs. We feel extremely safe, comfortable, and trusting of the YWM team.